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iShares Core S&P Total US Stock Market ETF

692 hedge funds and large institutions have $16.1B invested in iShares Core S&P Total US Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 229 increasing their positions, 291 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,740% more call options, than puts

Call options by funds: $71.6M | Put options by funds: $3.89M

36% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 39

8% more capital invested

Capital invested by funds: $14.8B → $16.1B (+$1.24B)

1% more funds holding

Funds holding: 684692 (+8)

0.9% less ownership

Funds ownership: 59.78%58.87% (-0.9%)

7% less funds holding in top 10

Funds holding in top 10: 108100 (-8)

21% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 291

Holders
692
Holders Change
+8
Holders Change %
+1.17%
% of All Funds
13.96%
Holding in Top 10
100
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-7.41%
% of All Funds
2.02%
New
53
Increased
229
Reduced
291
Closed
39
Calls
$71.6M
Puts
$3.89M
Net Calls
+$67.7M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
526
Prospera Financial Services
Texas
$302K +$67.8K +908 +29%
HIA
527
Harbor Investment Advisory
Maryland
$300K +$11.3K +151 +4%
LNB
528
Ledyard National Bank
$298K
SFSIG
529
San Francisco Sentry Investment Group
California
$298K
CCM
530
Carlson Capital Management
Minnesota
$297K
Jones Financial Companies
531
Jones Financial Companies
Missouri
$295K -$14.6K -196 -5%
CIC
532
Carnegie Investment Counsel
Ohio
$294K
MWM
533
Modera Wealth Management
New Jersey
$290K
PP
534
Pegasus Partners
Wisconsin
$289K +$286K +3,828 New
HNB
535
Huntington National Bank
Ohio
$288K
SFG
536
Summit Financial Group
West Virginia
$288K
EWA
537
EP Wealth Advisors
California
$287K -$7.91K -106 -3%
AIC
538
Ameritas Investment Company
Nebraska
$287K
SBH
539
Segall Bryant & Hamill
Illinois
$287K +$284K +3,805 New
PFPT
540
Pinnacle Financial Partners (Tennessee)
Tennessee
$283K
WPW
541
Waldron Private Wealth
Pennsylvania
$279K +$46.8K +627 +20%
HPC
542
Hobart Private Capital
North Carolina
$277K -$96.9K -1,298 -26%
VAS
543
Vestmark Advisory Solutions
Massachusetts
$277K -$40.2K -539 -13%
FCI
544
Financial Counselors Inc
Kansas
$277K +$273K +3,665 New
Comerica Bank
545
Comerica Bank
Texas
$276K +$52.9K +709 +25%
CDIA
546
Capital Directions Investment Advisors
Georgia
$274K
RFN
547
RDA Financial Network
Iowa
$273K -$5.22K -70 -2%
IFWM
548
Institute for Wealth Management
Colorado
$272K +$269K +3,609 New
NEGWA
549
New England Guild Wealth Advisors
Connecticut
$271K
IA
550
IFG Advisory
Georgia
$270K -$51.4K -689 -16%

ITOT Hedge Fund Activity: Q3 2020 in Review

692 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Total US Stock Market ETF (ITOT) for Q3 2020, worth a combined $16.1B — up 8.3% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new ITOT positions and 39 closed out — a net gain of 14 holders — while 229 added to existing stakes and 291 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $99.5M. The largest seller was Macquarie Group, exiting entirely with an estimated $232M sold.

  • 692 institutional investors held iShares Core S&P Total US Stock Market ETF (ITOT) as of Q3 2020, up from 684 in Q2 2020.
  • Funds reported $16.1B of iShares Core S&P Total US Stock Market ETF stock for Q3 2020, up 8.3% quarter-over-quarter.
  • 53 funds opened new iShares Core S&P Total US Stock Market ETF positions in Q3 2020 and 39 closed out, a net change of +14 holders.
  • The largest iShares Core S&P Total US Stock Market ETF buyer in Q3 2020 was Thrivent Financial for Lutherans, an estimated $99.5M added.
  • The largest iShares Core S&P Total US Stock Market ETF seller in Q3 2020 was Macquarie Group, an estimated $232M sold.

Based on aggregated 13F filings for Q3 2020.